Wealth Client Services Associate
$55k - $95kPowerToFly
A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess strong organizational and interpersonal skills, with a high school diploma required and a college degree preferred. The role offers a salary range of $55,000 - $95,000 and includes comprehensive benefits. This is an excellent opportunity for motivated individuals to build a rewarding career within a dynamic team environment. #J-18808-Ljbffr PowerToFly
- Bank of America on Bainbridge Island, WA seeks a Client Services Associate to support Merrill Wealth Management by addressing client needs and assisting Financial Advisors. You will help educate clients about banking offerings and ensure accurate, timely materials while...Suggested
$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office, Mon-Fri) Compensation: $70,000-$95,000 base + performance bonus | Full benefits The Role One Oak Wealth Management...SuggestedWork at office$35.63k - $85k
DUTIES and RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with... ...documentation remains current Identify and assist with Firm services and solutions that support clients’ needs including banking products...SuggestedTemporary workWork at officeLocal areaWork visa- ...Senior Client Service Associate A growing, independent wealth management firm is seeking a Senior Client Service Associate to support high-net-worth and ultra-high-net-worth clients while partnering closely with senior advisors. Responsibilities: Serve as a...SuggestedFull timeWork at office
- ...Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients... ...and professionals, is seeking a Client Service Associate to support their advisory team. This is... ...service experience within an RIA, wealth management, or financial services firm...SuggestedFull time
- ...Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience. They’re looking for an experienced... ...experience preferred; experience within an RIA, wealth management firm, or financial services...Full timeWork at office
- ...financial advisory practice, seeks a Registered Client Associate who thrives in a collaborative team and delivers exceptional client service. The role emphasizes accuracy,... ...Associate’s degree and possess 2+ years in wealth management, plus SIE, Series 7, and Series...Full time
$60k - $70k
...looking to grow your career in financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic... ...to join one of our largest wealth management teams. As a Client Service Associate, you'll work alongside experienced professionals...Temporary workWork at office$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- The Simmons Group in Seattle is seeking a Registered Client Associate to join our wealth management team. This on-site, full-time role focuses on delivering high-quality client service and accurate account administration. The successful candidate will have 2+ years in wealth...Full time
$90k - $110k
...Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals... .... We lead the industry in aligning wealth, passion, and purpose to help our clients... .... As a critical member of the Client Service team, you’ll collaborate closely with lead...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours$225k - $365k
Private Client Services Associate - Junior to Mid-Level Washington, United States | Posted on 07/23/2026 Private Client Services Associate - Junior... ...The Private Client team operates at the intersection of wealth management, business strategy, and family dynamics. This is...Private practice- We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and... ...of client service experience within financial services or wealth management. Exceptional organizational skills—highly detail...Work at office
- Job Description Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing exceptional service... ..., or a related field. Previous experience in a brokerage, wealth management, banking, or financial services environment. Knowledge...Full timeWork at officeRemote workMonday to Friday
$90k - $100k
...focusing on what truly matters to our clients. With a 26‑year history of consistent... ...and success, we are an independent wealth and asset management firm with over $... ...We are seeking an accomplished Senior Associate in Client Service to join one of our larger advisor teams...Full timeSummer workWork at office- Bank of America Merrill Wealth Management seeks a Client Service Associate to support Financial Advisors with client onboarding, requests, and service delivery. The role emphasizes a client-first mindset and collaboration within an in-office culture. The position involves...Work at office
- Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's...
- ...J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades...
- One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients. The ideal candidate will have 3-5 years in wealth management...
- ...all work as a team/family and strive to keep it that way!Position OverviewWe are seeking a dedicated and experienced Senior Client Service Associate to join our team in a hybrid role. The ideal candidate will be responsible for ensuring high-quality service delivery and...Work at officeWork from home2 days per week3 days per week
- J.P. Morgan Chase in Wealth Management seeks a Private Client Investment Associate to deliver client service, support to Private Client Advisors and assist with wealth planning. You will serve clients with investment guidance and maintain relationships across accounts....
- JPMorgan Chase & Co. in Bellevue, WA seeks a Private Client Investment Associate to provide client service and operational support to Private Client Advisors within Wealth Management. The role focuses on processing account openings, money movements and trades while helping...
$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...Full time$80k - $85k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of our... ...About the Team: The Client Service team is part of a small boutique office... ...are looking for our next Client Service Associate to support our growing business. Successful...Full timePart timeWork at officeFlexible hours$80k - $85k
...Client Service Associate The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service...Work at office$22.64 per hour
...Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"-you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard...Full timeTemporary workPart timeWork experience placementImmediate start$55k - $95k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Full timeTemporary workWork at officeLocal areaWork visa- Resource Manager & Handling Invesco/Jeffco Public Schools/Seattle Public Schools/Community Transit Direct Client Role Client Service Associate Seattle WA Invesco 6 Months 4 days onsite Job Description Summary The SMA Client Service team partners with the portfolio management...
- About The Role As a Client Services Associate, you aren’t just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards. Your goal is simple: ensure every employee and...Work experience placement
- A leading investment management company in Seattle is seeking a Client Services Associate to join their team. This role offers a hybrid work model, requiring on-site presence 3-4 days a week. The successful candidate will provide operational support and ensure outstanding...Full timeContract work3 days per week
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